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Ruggieri Financial & Insurance Services Inc

Ruggieri Financial & Insurance Services Inc

(951) 652-1544

It has been said about retirement that “a fear greater than dying, is the fear of outliving your money.”

Understanding the many financial and emotional aspects of retirement and estate planning, our goal is to assist clients with a unique planning process to allow them to move toward financial peace of mind in their retirement years.

Our staff consists of experienced professionals with a "hands-on" approach to financial advice. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality. We want to have a long-term relationship with our clients.

When choosing a financial advisory firm, it is important to understand the beliefs and values of the advisors to make sure your values “match up” to see if there is a foundation for a long and meaningful relationship.

We Believe:

Independent and unbiased advice is what clients desire.

When clients meet with a prospective financial advisor, they want to know that the advisor has the moral values of honesty and the virtue of putting the client’s interest above their own. This firm belief comes from the Biblical lesson and world view that we should “treat others as we would want to be treated.”

Being an independent financial planning firm allows all of us at Ruggieri Financial Group the unbiased perspective to provide honest and objective recommendations that will benefit clients. We offer clients the best particular company or company products available from literally thousands of financial services companies. This allows us to make recommendations that are truly in the best interest of the client.

No one strategy fits everyone, which is why every client gets our undivided attention - from planning to execution to follow-up. We take a proactive approach in helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

“That we are all ignorant…just in different subjects…” – Will Rogers

This quote is often understood by many but not communicated very much by financial advisors. Every industry has its own jargon and words specific to that industry. When clients speak to a financial advisor, they usually want to move beyond the jargon to understand the key concepts and strategies they need to know to reach their financial goals.

With over 45 combined years of experience working with retirees, each of us at Ruggieri Financial Group have the heart of a teacher, putting the financial world in language people can understand, seeking to create an atmosphere where clients are comfortable. This comfort level helps clients make informed financial decisions. Many clients comment that they now understand their retirement and estate planning decisions better than ever.

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Thank you for visiting our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.